EquityStat

EquityStat is an online tool that lets investors follow all their holdings in one place, even when they are spread across several brokerages. It covers stocks, bonds, ETFs and mutual funds and shows how each position and the whole portfolio is doing. Because it runs in the browser, portfolios can be viewed on a computer, tablet or phone.

What EquityStat offers

• Portfolio tracking — one view of holdings drawn from multiple brokerage accounts.
• Performance analysis — returns for individual investments, accounts and the full portfolio.
• Net worth — a calculation of total investment value.
• Dividends and capital gains — records of income and gains over time.
• Tax reporting — support for US IRS reporting requirements.

Who it works with

It is built for individual investors; the company describes it as made by investors for investors. User comments on the site mention figures such as annualised return, dividend income and cost basis.

Key facts

• Based in: United States
• Access: web-based, on computers, tablets and phones
• Tax support: IRS reporting requirements